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Showing 191 - 200 of 409 results for "Investment adviser"

JANA wins $30bn public sector mandate

DARREN SNYDER  |  TUESDAY, 30 JAN 2018
A $30 billion public sector fund manager appointed JANA Investment Advisers as its new asset consultant in 2018, replacing Willis Towers Watson. Following a strategic review and comprehensive tender process in the second half of 2017, Funds SA selected ...

Frontier Advisors strategy and people director departs after 20 years

ALEX BURKE  |  FRIDAY, 8 DEC 2017
The director of strategy and people at Frontier Advisors is stepping down after more than 20 years with the firm. Kerrie Williams joined Industry Fund Services before becoming a senior consultant at Frontier in 2000. She then became head of practice ...

Advisers divided on mixing advice: Poll

KARREN VERGARA  |  MONDAY, 6 NOV 2017
Financial advisers are divided when it comes to combining human advice with robo solutions. About 43% of advisers want to embed digital or robo solutions together with face-to-face advice, while an equal number completely shun this idea. Only 13% of ...

Robo-advice raises alarm: ARRIA

KARREN VERGARA  |  MONDAY, 30 OCT 2017
Fears that robo-advice is mis-selling products and not delivering the best outcomes for clients continues to raise concerns across the financial advice industry. While the technology behind robo-advice is making it cheaper to invest, it doesn't mean ...

US recommends asset manager stress tests be removed

DARREN SNYDER  |  FRIDAY, 27 OCT 2017
US Treasury released a report overnight that makes several recommendations for its financial services industry, including the elimination of statutory stress testing for investment managers. The stress testing call came as part of several recommendations ...

SelectingSuper finalists announced

ALEX BURKE  |  FRIDAY, 20 OCT 2017
Finalists for the 2017 Rainmaker SelectingSuper Awards have been announced ahead of the industry event on November 16 in Melbourne. The 2017 awards, highlighting Australia's top superannuation providers and industry leaders, represent a significant ...

Board changes at Crestone

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
Crestone Wealth Management announced a number of board changes that will help steer the firm's expansion in 2018. Leigh Clifford assumes the position of chair, succeeding John McDonald who remains a non-executive director. Clifford joined as a non-executive ...

BNP Paribas AM acquires fintech

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
BNP Paribas Asset Management is adding digital advisory services to enhance the digitalisation of its distributors, buying a majority stake in a Belgian fintech. Gambit Financial Solutions is now the preferred partner for all current and future robo-advisory ...

Republican Party-themed ETF launches

KARREN VERGARA  |  FRIDAY, 1 SEP 2017
... political contributions of less than US$25,000 during the last two election cycles. Point Bridge will act as investment adviser to the fund and has appointed Denise M. Krisko from Vident Investment Advisory as portfolio manager. MAGA will charge a management ...

Robo-advisers expected to meet fiduciary rule

ALEX DUNNIN  |  FRIDAY, 16 JUN 2017
... that robo advisers will not be exempted from any of the legal obligations that apply to other advisers. "An investment adviser's fiduciary duty includes an obligation to act in the best interests of its clients and to provide only suitable investment ...